Filed April 6, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,164,269 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,137 | $53,531-30.6% | $86,251-56.9% | $96,393-61.5% |
| Participation rate | 31.8% | 53.4%-21.6pp | 69.0%-37.2pp | 71.3%-39.5pp |
| Annual return | 15.88% | 20.51%-4.6pp | 1170.54%-1154.7pp | 22.88%-7.0pp |
| Employer contribution / active EE | $443 | $1,158-61.8% | $2,381-81.4% | $3,239-86.3% |
| Participant deferral / active EE | $606 | $1,965-69.2% | $3,987-84.8% | $5,455-88.9% |
| Admin fee / account holder | $38 | $55-30.8% | $6,857-99.4% | $74-48.1% |